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5000 Windplay Drive Unit 2, El Dorado Hills, CA 95762 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
5000 Windplay Drive Unit 2, El Dorado Hills, CA 95762 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc | El Dorado Hills | CA | 02/2008 | 09/2022 |
| Continuum Financial Partners, Llc | El Dorado Hills | CA | 11/2012 | Present |
1) CONTINUUM FINANCIAL PARTNERS POSITION: Owner NATURE: I-RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 02/04/2008 ADDRESS: 50 Iron Point Circle Suite 140, Folsom, CA 95630 DESCRIPTION: Investment Advisory Services and Financial Planning 2) CONTINUUM FINANCIAL PARTNERS LLC POSITION: Agent NATURE: INSURANCE: Fixed Annuities; Life/Health; Long-Term Care; Disability INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 02/04/2008 ADDRESS: 50 Iron Point Circle Suite 140, Folsom, CA 95630 DESCRIPTION: Insurance Sales 3) MAINSTREET TAX ADVISORY POSITION: Owner NATURE: TAX PREPARATION INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2011 ADDRESS: 50 Iron Point Circle Suite 140, Folsom, CA 95630 DESCRIPTION: Tax Preparation 4) MAIN STREET TAX ADVISORY OF NORTHERN CALIFORNIA LLC POSITION: Owner NATURE: DBA (TAX PREP) INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2011 ADDRESS: 50 Iron Point Circle Suite 140, Folsom, CA 95630 DESCRIPTION: TAX PREP 5) CONTINUUM FINANCIAL PARTNERS, LLC POSITION: Owner NATURE: Doing Business As ("DBA") INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 02/04/2008 ADDRESS: 50 Iron Point Circle Suite 140, Folsom, CA 95630 DESCRIPTION: Offering securities and investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-02-18 |
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